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Wealth Management Client Services

Written by Anton Murray Consulting on .

Location: Sydney

Salary description: $40-50k base

  • $50-100k AUD Equivalent
  • Permanent
  • 1 to 3 years of experience

Our client is a global tier-one broker seeking Client Services staff to join their Sydney team

The role will be a broad opportunity within operations, with cross training accross the client onboarding team, client services team and settlements.

Responsibilities

  • Calling clients to follow up on their account information for onboarding and account set up
  • Review and approve new client accounts
  • Coordinate International Asset Transfers with custodians and broker counterparties
  • General administrative support for the maintenance of PWM accounts, including scanning and filing where required

Requirements

  • Strong communication skills is a must and ability and confidence to liaise with  on the phone.
  • Ideally some experience in the Australian and global securities markets in an operations or CS capacity
  • Knowledge and understanding of financial markets fundamentals.
  • Prior broking Operations experience highly regarded
  • Finance degree highly regarded
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